WTA

Washington Trust Advisors Portfolio holdings

AUM $1.23B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

1 +$8.37M
2 +$2.55M
3 +$1.96M
4
AAPL icon
Apple
AAPL
+$1.68M
5
TMO icon
Thermo Fisher Scientific
TMO
+$856K

Sector Composition

1 Technology 19.03%
2 Healthcare 13.5%
3 Communication Services 11.6%
4 Industrials 11.31%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GVA icon
451
Granite Construction
GVA
$4.58B
$11.5K ﹤0.01%
152
SWK icon
452
Stanley Black & Decker
SWK
$10.9B
$11.5K ﹤0.01%
+149
INSM icon
453
Insmed
INSM
$33.7B
$11.4K ﹤0.01%
149
NYT icon
454
New York Times
NYT
$9.28B
$11.2K ﹤0.01%
226
+11
VMC icon
455
Vulcan Materials
VMC
$38.7B
$11.2K ﹤0.01%
48
-160
ASML icon
456
ASML
ASML
$401B
$11.1K ﹤0.01%
+17
LSCC icon
457
Lattice Semiconductor
LSCC
$9.47B
$10.9K ﹤0.01%
207
LYB icon
458
LyondellBasell Industries
LYB
$15.3B
$10.6K ﹤0.01%
151
ARWR icon
459
Arrowhead Research
ARWR
$5.25B
$10.4K ﹤0.01%
820
ONTO icon
460
Onto Innovation
ONTO
$6.6B
$10.4K ﹤0.01%
86
IYG icon
461
iShares US Financial Services ETF
IYG
$1.93B
$10.4K ﹤0.01%
132
AVY icon
462
Avery Dennison
AVY
$14.2B
$10.3K ﹤0.01%
58
VNT icon
463
Vontier
VNT
$6.29B
$10.3K ﹤0.01%
313
SITM icon
464
SiTime
SITM
$6.97B
$10.2K ﹤0.01%
67
AVB icon
465
AvalonBay Communities
AVB
$27B
$10.1K ﹤0.01%
47
ENTG icon
466
Entegris
ENTG
$13.9B
$10.1K ﹤0.01%
115
-91
CLH icon
467
Clean Harbors
CLH
$13.2B
$10.1K ﹤0.01%
51
+6
MTDR icon
468
Matador Resources
MTDR
$4.89B
$9.86K ﹤0.01%
193
+28
RAMP icon
469
LiveRamp
RAMP
$1.87B
$9.7K ﹤0.01%
371
EXR icon
470
Extra Space Storage
EXR
$31.9B
$9.65K ﹤0.01%
65
GTLB icon
471
GitLab
GTLB
$8.09B
$9.63K ﹤0.01%
205
CDW icon
472
CDW
CDW
$20.7B
$9.62K ﹤0.01%
60
+23
PPL icon
473
PPL Corp
PPL
$27.6B
$9.57K ﹤0.01%
265
+31
COTY icon
474
Coty
COTY
$3.62B
$9.5K ﹤0.01%
1,736
-212
IAU icon
475
iShares Gold Trust
IAU
$62.4B
$9.49K ﹤0.01%
161